The Principal Salesforce Consultant is a senior, tech-forward leadership role within the Delivery team. This position bridges the gap between functional business consulting and technical architecture, serving as a trusted advisor to enterprise clients. You will lead solution design, advise on technical feasibility, and guide implementation strategies without being responsible for hands‑on coding.
This role requires a seasoned expert who can "own the room" with technical stakeholders while translating complex business needs into scalable, high‑impact Salesforce solutions.
Key Responsibilities
Lead solution design and technical discovery sessions for enterprise-level projects, acting as the primary Architect-leaning lead.
Act as a trusted advisor to clients, guiding them on what is technically feasible versus what is not recommended based on platform best practices.
Translate complex business requirements into clear technical blueprints, ensuring solutions are scalable and align with long-term digital transformation goals.
Lead workshops and provide thought leadership across Sales, Service, and Experience Clouds, ensuring architecture aligns with compliance and security requirements.
Partner closely with developers and engineering teams to guide integrations and customizations (without performing the coding yourself).
Support pre‑sales efforts by providing strategic input and accurate level‑of‑effort estimates for complex technical customizations.
Drive client-facing technical conversations and lead difficult discussions with executive stakeholders to ensure project alignment.
Coach and mentor team members across functional and technical areas; contribute to internal enablement assets and industry process blueprints.
Required Expertise
10–15 years of Salesforce consulting experience, with a background in Principal Consultant, Solution Architect, or Technical Lead roles.
Deep functional and technical knowledge of Sales Cloud, Service Cloud, and Experience Cloud.
Strong understanding of system architecture, including APIs, data flows, and middleware (iPaaS) platforms.
Proven experience with Salesforce FSC (Financial Services Cloud), specifically within wealth and asset management.
Advanced skills in declarative automation, reporting, and complex system configurations.
Expertise in planning complex data migrations and designing point-to-point integrations.
While industry-agnostic candidates are welcome, experience in CMT (Communications, Media & Tech) or TMT is a significant plus.
What We Look For
The ability to push back on client requests with data-driven reasoning and platform-specific best practices.
A track record of coaching and developing others with a focus on growing the team’s technical maturity.
Exceptional facilitation skills, with the ability to bridge the gap between business-centric and developer-centric discussions.
What This Role is Not
This is not a developer role. There is no requirement for hands-on coding or custom Apex development.
This not a purely functional role. You must have the technical depth to lead architecture-level discussions.
How You’ll Embody Our Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
What Happens Next
We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we’re looking for, we’ll be in touch to connect further!
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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A leading technology consulting firm in Canada seeks an experienced Salesforce Technical Architect to design and implement enterprise-grade cloud solutions across the Salesforce ecosystem. The ideal candidate will leverage AI-driven automation, architect data strategies with Salesforce Data Cloud, and provide technical leadership. A minimum of 8 years’ experience in Salesforce solutions design and integration architecture is required, alongside relevant Salesforce certifications. Join a collaborative environment where you can drive innovation and client success. #J-18808-Ljbffr
A leading consulting firm is seeking a Principal Salesforce Consultant for a senior leadership role within their Delivery team. This position involves bridging business consulting and technical architecture, advising enterprise clients on Salesforce solutions. The ideal candidate will have extensive experience in Salesforce consulting, strong technical acumen, and exceptional facilitation skills. This is not a developer position, emphasizing leadership and technical guidance in client engagements. #J-18808-Ljbffr
The Salesforce Technical Architect is responsible for designing and delivering scalable, enterprise-grade cloud solutions across the Salesforce ecosystem. This role focuses on architecting AI-enabled, data-driven, and integrated enterprise platforms leveraging Salesforce Agentforce, Data Cloud, MuleSoft, and core Salesforce Clouds. The architect will design end-to-end solutions spanning CRM, AI agents, unified data platforms, and enterprise integrations, while ensuring adherence to Salesforce best practices, platform guardrails, and enterprise architecture standards. The role requires deep expertise in Salesforce development, AI-driven automation, integration architecture, and modern iPaaS platforms. This position works closely with delivery teams, client stakeholders, and cross-platform architects to deliver scalable, secure, and intelligent enterprise solutions.
Responsibilities
Architecture & Solution Design
Architect end-to-end Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, and Agentforce AI agents.
Design AI-enabled workflows and autonomous agents using Agentforce to improve customer engagement, automation, and operational efficiency.
Architect enterprise data strategies leveraging Salesforce Data Cloud, including identity resolution, unified customer profiles, and real-time data activation.
Define scalable enterprise integration architectures using MuleSoft or other iPaaS platforms, APIs, and event-driven patterns.
Integration & Data Strategy
Design API-led connectivity frameworks using MuleSoft or comparable iPaaS platforms.
Architect integrations between Salesforce and enterprise systems such as ERP, data warehouses, marketing platforms, and external SaaS applications.
Define data ingestion, transformation, and activation strategies across Salesforce Data Cloud and external data platforms.
Platform Development & Technical Oversight
Provide technical leadership for development teams across Apex, Lightning Web Components (LWC), Visualforce, and Salesforce automation frameworks.
Contribute hands-on when needed to validate architecture, unblock teams, or implement complex components.
Ensure solutions are designed for high performance, scalability, security, and large data volumes.
Delivery Leadership
Partner with Delivery Managers, consultants, and client stakeholders to translate business requirements into scalable technical architectures.
Lead design reviews, code reviews, and architectural governance across Salesforce implementations.
Mentor developers and consultants on platform best practices, architecture patterns, and integration design.
AI & Innovation
Evaluate and implement Salesforce AI capabilities including Agentforce and generative AI-powered automation.
Identify opportunities to leverage AI-driven agents, predictive insights, and real-time data activation.
Drive innovation initiatives to continuously improve the firm’s Salesforce architecture and delivery capabilities.
Client Advisory
Serve as a trusted technical advisor to clients, helping them understand architectural trade-offs, platform capabilities, and long-term scalability considerations.
Guide clients on AI adoption, unified data strategies, and enterprise integration modernization.
Practice Development
Contribute to internal architecture standards, accelerators, and reusable frameworks.
Lead knowledge sharing around Agentforce, Data Cloud, and integration architecture.
Support presales and solutioning efforts for complex Salesforce engagements.
Qualifications & Skills
8+ years of experience designing and implementing Salesforce solutions.
5+ years of experience architecting enterprise systems and leading client-facing implementations.
Experience delivering large-scale Salesforce implementations for mid-market or enterprise organizations.
Strong development experience in Apex, SOQL/SOSL, Lightning Web Components (LWC), and Salesforce automation tools (Flow, Platform Events).
Deep understanding of Salesforce platform architecture, governor limits, security models, and performance optimization.
Experience designing solutions using Salesforce Data Cloud.
Experience with Salesforce Agentforce or AI-powered automation frameworks.
Strong experience designing integrations using REST, SOAP, GraphQL APIs, and event-driven architectures.
Hands-on experience with MuleSoft or similar iPaaS platforms such as Celigo, Boomi, Workato or Informatica Cloud.
Knowledge of API-led connectivity, microservices architecture, and enterprise integration patterns.
Strong knowledge of JavaScript, HTML, CSS, and modern front-end frameworks used within Salesforce ecosystems.
Experience working with complementary platforms such as AWS, Heroku, GCP, Azure or other cloud infrastructure.
Familiarity with data platforms, data lakes, and modern analytics architectures is a plus.
Ability to communicate complex technical concepts to both technical and non-technical stakeholders.
Strong problem-solving skills and ability to operate in fast-paced consulting environments.
Self-starter mindset with a passion for learning new technologies and driving innovation.
Salesforce Application Architect, System Architect, Salesforce Data 360 and Salesforce AI Certifications Preferred.
How You’ll Embody Our Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
What Happens Next?
We know that applying for a new role takes time and energy. At Plative, every application is thoughtfully reviewed by real people on our Talent Team. We aim to review applications within 2 weeks. If we think your skills align with what we’re looking for, we’ll be in touch to connect further!
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Transform enterprise systems as a Salesforce Technical Architect. Deliver groundbreaking, AI-driven solutions that optimize customer engagement and data integration across various platforms.
This position calls for an expert in Salesforce architecture to design and oversee environments that utilize Data Cloud and AI capabilities. You will lead the integration of various enterprise applications while guiding teams with your technical knowledge. Collaboration with clients and stakeholders will be essential to ensure solutions meet strategic business objectives and adhere to architectural standards.
Key Responsibilities:
• Design enterprise solutions leveraging Salesforce cloud technologies
• Architect integrations between Salesforce and external systems
• Evaluate and implement AI capabilities for workflows
• Mentor and oversee development teams on technical tasks
• Lead technical discussions and design reviews
Requirements:
• 8+ years in Salesforce solution design
• Proven experience in enterprise architecture and client implementations
• Strong development knowledge in Apex, LWC, and integration APIs
• Familiarity with AI-driven platforms and integration patterns
• Excellent communication skills for diverse audiences
Deliver superior Salesforce solutions that redefine enterprise capabilities through innovative architecture and effective integration.
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Embrace a leadership role as a Principal Salesforce Consultant, overseeing the design and implementation of impactful enterprise Salesforce solutions. This position combines business consulting acumen with technical prowess without requiring hands-on coding.
In this senior role, you will act as a pivotal connector between technical teams and business clients. Your strengths in solution architecture and strategy will guide clients on innovative Salesforce implementations. Collaboration with developers and mentorship of team members will be key to success.
Key Responsibilities:
• Oversee architectural design and technical discovery sessions
• Advise on platform best practices and feasibility
• Convert complex business needs into scalable blueprints
• Facilitate engaging workshops across Salesforce Clouds
• Assist in strategic pre-sales efforts and estimates
Requirements:
• 10–15 years of Salesforce consulting background
• Deep knowledge of Sales and Service Clouds
• Strong grasp of APIs and data integration
• Experience with Financial Services Cloud preferred
• Advanced skills in reporting and data migrations
Lead transformative Salesforce solutions, driving clarity and success across enterprise engagements while mentoring emerging talent.
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The Delivery Manager at Plative is a tri-functional lead responsible for the success of Salesforce implementation projects. This role sits at the intersection of leadership and execution, requiring a balance of portfolio governance, people management, and hands‑on technical contribution. As a key leader in our fast-paced agile environment, you will act as a knowledgeable liaison between business stakeholders and project teams to transform the technology landscape of our clients. Candidates for this role should possess the knowledge and have experience implementing Salesforce.com projects. They should be comfortable acting as a knowledgeable liaison with business stakeholders, possess the ability to uncover business requirements, develop a technical strategy and be able to create and effectively demonstrate solutions that address customer requirements.
This position will involve direct reports and is responsible for compliance and adherence of consistent delivery standards. The ideal candidate will provide visible leadership, accountability, and authority over high profile projects and should have an inclination for team building and career advancement of team members.
Responsibilities
Liaison with clients on an ongoing basis, to maintain and develop the business relationship, and keep projects to a set time frame.
Participate in sessions with Salesforce.com customers and other team members to understand business Requirements and Business Processes Analysis.
Document detailed business, functional & technical requirements.
Manage and facilitate project delivery and build components as necessary.
Manage end-to-end delivery of complex solutions to multiple clients.
Configure and customize Salesforce.com Sales and Service applications
Configuration of Salesforce.com and related third party applications
Develop and contribute to data migration and/or system integration strategy.
Actively manage stakeholders’ expectations, resource alignment, and possible conflicting priorities across projects
Ensure adherence to Plative’s delivery structure and project management methodology during implementation of the solution.
Deliver strategic business reviews to educate clients on key platform trends and considerations.
Communicate reports regarding project status, risk management and escalation of issues.
Be client advocate to resolve and manage escalations to ensure client partnership endures
Weekly 1-1 / project reviews with direct reports
Mentorship and career guidance for team members, includes but not limited to tour of duty, quarterly goals and learning and development sessions.
Involvement in refining processes, procedures and strategic initiatives across the delivery organization
Ensuring adherence of process and procedures across delivery pod – utilization, forecasts and time-entry.
Providing weekly updates on project and team members to the director of delivery
This position has minimal travel and occasional presence to clients’ sites
Basic Qualifications
Bachelors Degree or MBA
5 years of working as a consultant with the Salesforce.com platform
3 years Project Management experience within consulting environment
Desired Qualifications
In-depth technical backend knowledge of the Salesforce platform
Delivered numerous complex Salesforce projects.
Salesforce Sales Cloud Certification
Salesforce Service cloud Certification
Proven track record of managing direct reports and complex project portfolios.
Experience in the Financial Services (Wealth Asset Management, Capital Markets) verticals.
How You’ll Embody Our Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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As a Salesforce Consultant at Plative, you will design and implement Salesforce solutions for a diverse range of Nonprofit clients. Candidates should possess knowledge of Salesforce's functional and technical capabilities in the Nonprofit space. You will act as a knowledgeable liaison with client executives, uncover business requirements, develop a technical strategy, and create effective solutions to address the client's needs. As a part of the Plative Nonprofit Transform team, you will join a team of passionate individuals with diverse backgrounds and experiences, all dedicated to improving the way social impact organizations operate. We’re a self‑motivated, creative group, and we emphasize collaboration, flexibility, and professionalism.
Responsibilities
Serve as the primary point of contact for clients, maintaining strong relationships, ensuring satisfaction, and identifying growth opportunities.
Lead discovery sessions to gather business, functional, and technical requirements.
Collaborate cross‑functionally to understand requirements, analyze business processes, and deliver high‑quality solutions.
Collaborate with internal team members to deliver quality work and raise project limitations and risks early.
Manage and facilitate project delivery and build components as necessary.
Manage end‑to‑end delivery of complex solutions to multiple clients.
Configure and customize Salesforce.com core products.
Configuration of Salesforce.com and related third‑party applications.
Develop and contribute to data migration and/or system integration strategy.
Guide testing approaches for internal quality assurance and user acceptance.
Stay up‑to‑date on the latest technologies, methodologies, and tools relevant to the nonprofit sector.
Basic Qualifications
2‑4 years of Salesforce consulting experience, with a focus on the nonprofit sector.
Bachelor's degree or equivalent.
Salesforce Administrator (ADM201) certification.
Salesforce Nonprofit Cloud or NPSP experience.
Strong business acumen, curiosity, and problem‑solving skills.
Excellent communication and relational skills.
Aptitude for using technology and data.
Desired Qualifications
In‑depth technical expertise in the Salesforce platform.
Proficiency with Salesforce Flows.
Experience delivering complex Salesforce projects.
Experience with Salesforce Experience Cloud, website and experience design concepts and methodologies.
Knowledge of core social sector concepts like grant management, program management, impact measurement, and fundraising.
Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You’ll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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Join Plative as a Salesforce Delivery Manager, driving the successful implementation of complex Salesforce projects. This role demands leadership, Agile methodology, and technical proficiency in financial services.
As a strategic leader, you will be responsible for aligning project deliverables with client expectations while fostering teamwork and individual growth. Your expertise in Salesforce projects will ensure the development of technical strategies that deliver outstanding solutions. By acting as a liaison between stakeholders and project teams, you will facilitate successful outcomes through effective communication and project governance.
Key Responsibilities:
• Engage clients while developing and maintaining relationships
• Analyze business processes and requirements effectively
• Produce comprehensive documentation for projects
• Directly oversee project delivery to meet client needs
• Provide mentorship and strategic guidance to team members
Requirements:
• Bachelor’s Degree or MBA
• Minimum 5 years of experience with Salesforce
• 3 years of project management in consulting
• Salesforce Sales and Service Cloud certifications
• Background in financial services sectors preferred
Transform how we deliver Salesforce solutions through leadership and innovation at Plative.
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Join Plative as a Senior Salesforce Consultant to enhance nonprofit performance through customized Salesforce solutions. Engage with clients and lead the charge in creating impactful strategies.
In this role, you will design and implement innovative Salesforce solutions for various nonprofit organizations. You will serve as the main point of contact for clients, engaging in discovery sessions to gather essential requirements and ensuring their needs are met. With an emphasis on collaboration, you’ll work closely with cross-functional teams to deliver high-quality project outcomes that resonate with social impact efforts.
Key Responsibilities:
• Maintain strong client relationships and identify growth opportunities
• Lead sessions to capture detailed business and technical requirements
• Analyze business processes and collaborate on solution delivery
• Manage complex project delivery from start to finish
• Customize Salesforce.com products to client specifications
Requirements:
• 2-4 years of nonprofit-focused Salesforce consulting experience
• Bachelor’s degree or equivalent
• Salesforce Administrator (ADM201) certification
• Strong business acumen with a curiosity for problem-solving
• Excellent interpersonal and communication skills
Utilize your talent to drive meaningful change in nonprofit organizations through effective Salesforce consulting at Plative.
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